Third Annual WealthBriefing Wealth For Good Awards 2024

Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards on completion of this form, you are under no obligation to do so.

For any questions about the programme or categories, please contact rachel.fokes@clearviewpublishing.com

Name Name First Last
Company
Role
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Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Please indicate which geographies your business covers and select your type of business below. Then the form will display a list of categories to choose from.

Note that you have a chance to win an overall award, depending on your separate category submissions.
Please indicate which geographies your business covers:

Please indicate which geographies your business covers: Global Americas APAC Europe MENA Switzerland United Kingdom
Type of Business

Type of Business Multi-Family Office Fund Management Professional Services Private Asset Manager Technology Trust and Fiduciary Company Wealth Management Consultant Not-For-Profit, Foundations and Trusts International Financial Centre (IFC) Private Bank Holders of Wealth
Private Banking Categories
Entrants should be private banks that excel in aspects of CSR, sustainability, SRI, ESG and Impact with their internal programs/initiatives or in their service/product offerings to their U/HNW clients.
This includes their positive messaging to the wider community.

Private Banking Categories
Entrants should be private banks that excel in aspects of CSR, sustainability, SRI, ESG and Impact with their internal programs/initiatives or in their service/product offerings to their U/HNW clients.
This includes their positive messaging to the wider community. CSR Strategy and Implementation
Open to: Private banks that can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion Program
Open to: Private banks that can demonstrate values supporting different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Private banks that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Communication Strategy
Open to: Private banks or external PR companies that are tasked with communicating the strategy. NextGen Support
Open to: Private banks that offer advice or products specifically offered to the younger generation of an UHNW family. Sustainable Investment Offering
Open to: Private banks with an investment product that has a sustainability focus including negative screening as well as positive screening. ESG Investing
Open to: Private banks with investment products in the environmental, social and governance space. SRI Offering
Open to: Private banks that have an investment product involving the choosing or disqualifying of investments based on specific ethical criteria. Impact Investing
Open to: Private banks with an investment vechicle for U/HNW clients aiming to produce a social benefit. Philanthropy Service Offering
Open to: Private banks that have a service or product that promotes the welfare of others by the donation of money or time to good causes. Thought Leadership
Open to: Private banks that use internal resources and intellectual property to produce influencial material for external exposure. Use of Technology - Client experience
Open to: Private banks that have a technology solution for UHNW clients (aimed particularly at the younger generation). Use of Crypto
Open to: Private banks that have a crypto-based solution for UHNW clients in pursuit of good causes.
Private Asset Management Categories
Entrants should be non-bank companies whose main activity is overseeing a financial portfolio of a U/HNW client base.
Investment categories cover ESG, Impact, SRI and Sustainability.

Private Asset Management Categories
Entrants should be non-bank companies whose main activity is overseeing a financial portfolio of a U/HNW client base.
Investment categories cover ESG, Impact, SRI and Sustainability. CSR Strategy and Implementation
Open to: Asset managers that can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion Program
Open to: Asset managers that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Asset managers that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Communication Strategy
Open to: Asset managers or external PR companies that are tasked with communicating the strategy. Investment Methodology
Open to: Asset managers that have developed a methodology involving calculations, data inputs, and processes used to arrive at the final assessment or rating. Investment Performance
Open to: Asset managers which, by utilising performance indicators, have a demonstrable excellence. Investment Research
Open to: Asset managers that have a market leading approach to assessing different factors related to examining a company's practices prior to investment. NextGen Support
Open to: Asset managers that offer advice or products specifically offered to the younger generation of an UHNW family. Philanthropy Offering
Open to: Asset managers that have a service or product that promotes the welfare of others by the donation of money or time to good causes. Thought Leadership
Open to: Asset managers that use internal resources and intellectual property to produce influencial material for external exposure. Use of Technology - Client Experience
Open to: Asset managers that have a technology solution for UHNW clients (aimed particularly at the younger generation). Use of Crypto
Open to: Asset managers that have a crypto-based solution for UHNW clients in pursuit of good causes.
Fund Management Categories
Entrants should be companies that are responsible for implementing a fund's investing strategy and managing its portfolio trading activities. These companies should manage one or more funds covering sustainability, SRI, ESG and Impact.
Investment categories cover ESG, Impact, SRI and Sustainability.

Fund Management Categories
Entrants should be companies that are responsible for implementing a fund's investing strategy and managing its portfolio trading activities. These companies should manage one or more funds covering sustainability, SRI, ESG and Impact.
Investment categories cover ESG, Impact, SRI and Sustainability. CSR Strategy and Implementation
Open to: Fund managers which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion Program
Open to: Fund managers that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to : Fund managers that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Communication Strategy
Open to: Fund managers or external PR companies that are tasked with communicating the strategy. Investment Methodology
Open to: Fund providers that have developed a methodology involving calculations, data inputs, and processes used to arrive at a final assessment or rating. Investment Performance
Open to: Fund managers which, by utilizing performance indicators, have demonstrably excellent funds. Investment Research
Open to: Fund managers that have a market leading approach to assessing different factors when examining a company's practices prior to investment. ETF Fund
Open to: Fund managers with an ETF product. Hedge Fund
Open to: Fund managers with a hedge fund product. Private Equity (PE) Fund
Open to: Fund managers with a private equity product. Thematic Fund
Open to: Fund managers with an investment product that integrates thematic considerations into the investment process. Thought Leadership
Open to: Fund managers that use internal resources and intellectual property to produce influencial material for external exposure. Use of Crypto
Open to: Fund managers that have a crypto-based solution for UHNW clients in pursuit of good causes.
Multi-family Office Categories
Entrants should be independent organizations that support multiple UHNW families to manage their wealth and wider affairs.
Investment categories cover ESG, Impact, SRI and Sustainability.

Multi-family Office Categories
Entrants should be independent organizations that support multiple UHNW families to manage their wealth and wider affairs.
Investment categories cover ESG, Impact, SRI and Sustainability. CSR Strategy and Implementation
Open to: MFOs which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Communication Strategy
Open to: MFOs or external PR companies that are tasked with communicating the strategy. Internal Diversity, Equality and Inclusion Program
Open to: MFOs that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to : MFOs that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Investment Offering
Open to: MFOs that offer advice or products to their UHNW clients or families. Philanthropy Offering
Open to: MFOs that have a service/product or advice function that promotes the welfare of others by the donation of money to good causes. NextGen Support
Open to: MFOs that offer advice or products specifically offered to the younger generation of an UHNW family. Use of Technology - Client Experience
Open to: MFOs that have a technology solution for UHNW clients (aimed particularly at the younger generation). Use of Crypto
Open to: MFOs that have a crypto-based solution for UHNW clients in pursuit of good causes.
Trust and Fiduciary Categories
Entrants should be trust or fiduciary companies that excel in aspects of CSR, sustainability, SRI and ESG with their internal programs/initiatives or in their service/product offerings to their U/HNW clients.
Investment categories cover ESG, Impact, SRI and Sustainability.

Trust and Fiduciary Categories
Entrants should be trust or fiduciary companies that excel in aspects of CSR, sustainability, SRI and ESG with their internal programs/initiatives or in their service/product offerings to their U/HNW clients.
Investment categories cover ESG, Impact, SRI and Sustainability. CSR Strategy and Implementation
Open to: Firms which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion program
Open to: Firms that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Firms that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Communication Strategy
Open to: Trust or fiduciary companies or external PR companies that are tasked with communicating the strategy. Investment Advice or Service Provision
Open to: Firms which offer products or advice in their management of trust based portfolios. Philanthropy Offering
Open to: Firms that offer a service or advice that promotes the welfare of others by the donation of money or time to good causes. Thought Leadership
Open to: Firms that use internal resources and intellectual property to produce influencial material for external exposure. NextGen Support
Open to: Firms that offer advice or products specifically offered to the younger generation of an UHNW family.
Professional Service Firm Categories
Entrants should be practicing law or accountancy firms serving U/HNW individuals and families, excelling in aspects of CSR and ESG, widely defined.

Professional Service Firm Categories
Entrants should be practicing law or accountancy firms serving U/HNW individuals and families, excelling in aspects of CSR and ESG, widely defined. CSR Strategy and Implementation
Open to: Firms which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion Program
Open to: Firms that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Firms that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, and sponsorships. ESG/SRI/Impact/Sustainability Offering or Advice
Open to: Firms that serve UHNW clients or families. Philanthropy Offering or Advice
Open to: Firms that offer advice to UHNW clients on the best ways to further the welfare of others by the donation of money to good causes. Thought Leadership
Open to: Firms that use internal resources and intellectual property to produce influencial material for external exposure.
Technology Categories
Entrants should be wealthtech/family office tech companies that have solutions aimed at the CSR, sustainability, SRI and ESG marketplace or excel with their internal programs/initiatives.
All technology categories relate to ESG, Impact, SRI and Sustainability.

Technology Categories
Entrants should be wealthtech/family office tech companies that have solutions aimed at the CSR, sustainability, SRI and ESG marketplace or excel with their internal programs/initiatives.
All technology categories relate to ESG, Impact, SRI and Sustainability. CSR Strategy and Implementation
Open to: Technology companies which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion Program
Open to: Technology companies that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Communication Strategy
Open to: Technology companies or external PR companies that are tasked with communicating the strategy. Data Solution
Open to: Technology companies with a data based solution. Reporting Solution
Open to: Technology companies that have a solution or tool which supports planning, regulation and disclosure for wealth management companies. Screening Solution
Open to: Technology companies with a solution that methodically reviews data to screen across a range of criteria prior to investment. Innovative Technology Solution
Open to: Technology companies which have a ground-breaking solution aimed at the wealth management community. Newcomer
Open to: Technology companies which have been successfully operating for a short period of time with a wealthtech solution. Implementation of a Technology Solution
Open to: Technology companies that have been successfully implemented a wealthtech project. Thought Leadership
Open to: Technology companies that use internal resources and intellectual property to produce influencial material for external exposure.
Consultancy Categories
Entrants should offer consultancy services to the wealth management/family office or UHNWI communities.
Investment categories cover ESG, Impact, SRI and Sustainability.

Consultancy Categories
Entrants should offer consultancy services to the wealth management/family office or UHNWI communities.
Investment categories cover ESG, Impact, SRI and Sustainability. CSR Strategy and Implementation
Open to: Wealth management consultancies which can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion Program
Open to: Consultancies within wealth management that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Philanthropic Initiative
Open to: Wealth management consultants that have a strategy around the allocation of time or money to charitable work, scholarships, community investments, or sponsorships. Communication Strategy
Open to: Wealth management consultancies or external PR companies that are tasked with communicating the strategy. Research and Methodology
Open to: Wealth management consultancies that have a market leading approach, processes or methodology to assessing different factors when examining a company's practices prior to investment. Philanthropy Consultancy
Open to: Wealth management consultancies that offer advice to UHNW clients on the best ways to further the welfare of others by the donation of money to good causes. Investment Consultancy
Open to: Wealth management consultancies that have a market leading approach to assessing different factors when examining a company's practices prior to investment. Thought Leadership
Open to: Consultancies within wealth management that demonstrate expertise for the wider industry.
Not-for-Profit, Foundations and Trust Categories
Entrants should be organisations that are engaged in activities where profit making is not the primary goal.
This includes their messaging to the wider community

Not-for-Profit, Foundations and Trust Categories
Entrants should be organisations that are engaged in activities where profit making is not the primary goal.
This includes their messaging to the wider community CSR Strategy and Implementation
Open to: Organisations that can demonstrate policies reflecting accountability and commitment to contributing to the well-being of communities and society through various environmental and social measures. Internal Diversity, Equality and Inclusion Program
Open to: Organisations that can demonstrate values supporting of different groups of individuals, including people of different races, ethnicities, religions, abilities, genders, and sexual orientations. Communication Strategy
Open to: Organisations or external PR companies that are tasked with communicating the strategy. Initiative or Program
Open to: Organisations that offer advice or investment initiatives on behalf of UHNW clients to further the welfare of others by the donation of money or time to good causes. Thought Leadership
Open to: Organisations that use internal resources and intellectual property to produce influencial material for external exposure.
International Finance Centre Category
Entrants should be organisations that represent jurisdictions that predominantly cater to international clients.
This includes their messaging to the wider community.

International Finance Centre Category
Entrants should be organisations that represent jurisdictions that predominantly cater to international clients.
This includes their messaging to the wider community. Communication Strategy or Thought Leadership
Open to: IFC's that have an effective communication strategy around their jurisdiction's activities.
Holders of Wealth
Entrants should be either individuals or family groupings that have a program or initiative that furthers the welfare of others by the donation of money or time to good causes.

Holders of Wealth
Entrants should be either individuals or family groupings that have a program or initiative that furthers the welfare of others by the donation of money or time to good causes. Initiative by a Family Group
Open to: Family groups that have an initiative featuring a good cause. Initiative by a Female Wealth Holder
Open to: A Women that has an initiative featuring a good cause. Initiative by a NextGen Family Member or Individual
Open to: A next generation individual that has an initiative featuring a good cause. Initiative by a Millennial or GenZ Individual
Open to: A member of the younger generation that has an initiative featuring a good cause. Other Individual Initiative by a Wealth Holder
Open to: An individual that has an initiative featuring a good cause.
Leadership Categories
Entrants should be staff members within private banks, wealth management organisations or any other companies that have a UHNW client-base.

Leadership Categories
Entrants should be staff members within private banks, wealth management organisations or any other companies that have a UHNW client-base. CEO Pursuing Leadership in Wealth Management
Open to: Individuals within wealth management who offer leadership in the implementation of wealth for good strategies for their organization. Outstanding Contribution to Wealth For Good Initiatives (Under 40's)
Open to: Individuals within wealth management who demonstrate expertise or strategies for the wider industry. Outstanding Contribution to Wealth For Good Initiatives
Open to: Individuals within wealth management who demonstrate expertise or strategies for the wider industry. Female Executive Championing a Wealth For Good Strategy
Open to: Women within wealth management who offer leadership in the implementation of strategies for their organization or the wider industry.
I agree to the WealthBriefing's Awards Terms and Conditions and privacy policy.

I agree to the WealthBriefing's Awards Terms and Conditions and privacy policy. I agree
I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges.

I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges. I confirm

Third Annual WealthBriefing Wealth For Good Awards 2024

Third Annual WealthBriefing Wealth For Good Awards 2024

Please indicate which geographies your business covers and select your type of business below. Then the form will display a list of categories to choose from. Note that you have a chance to win an overall award, depending on your separate category submissions.

Please indicate which geographies your business covers and select your type of business below. Then the form will display a list of categories to choose from.

Note that you have a chance to win an overall award, depending on your separate category submissions.